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IYBFX vs RAMHX
IYBFX vs RAMHX Comparison
Open Charts IYBFX vs RAMHX
Macquarie Balanced Fund
Price$23.25
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.52B
American Funds American Balanced R2E
Price$34.17
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
IYBFX vs RAMHX Comparison Chart
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IYBFX vs. RAMHX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYBFX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 234B vs. IYBFX (1.53B). RAMHX pays higher dividends than IYBFX: RAMHX (1.55) vs IYBFX (0.85). IYBFX was incepted earlier than RAMHX: IYBFX (12 years) vs RAMHX (11 years). IYBFX (1.33) is less costly to investors than RAMHX (1.04). IYBFX is a more actively managed with annual turnover of: 73.00 vs. RAMHX (44.00). IYBFX has a lower initial minimum investment than RAMHX: IYBFX (0) vs RAMHX (250). IYBFX annual gain was more profitable for investors over the last year : 7.95 vs. RAMHX (4.23). RAMHX return over 5 years is better than : 34.08 vs. IYBFX (8.47).
| IYBFX | RAMHX | IYBFX / RAMHX | |
| Total Expense Ratio | 1.31 | 1.04 | 126% |
| Annual Report Gross Expense Ratio | 1.33 | 1.04 | 128% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | -0.558 | 0.256 | -218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 234B | 1% |
| Annual Yield % from dividends | 0.85 | 1.55 | 55% |
| Returns for 1 year | 7.95 | 4.23 | 188% |
| Returns for 3 years | 5.28 | 20.51 | 26% |
| Returns for 5 years | 8.47 | 34.08 | 25% |
| Returns for 10 years | -3.62 | 46.37 | -8% |
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